Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
7
7
years of professional experience
Work History
Mortgage Loan Officer
Huntington National Bank
Columbus , OH
04.2017 - Current
Mortgage Loan Officer Exceeded budgeted mortgage/home equity production total of Mortgage Direct-17.5 million
Obtain 95% compliance in delivery of initial loan estimate within 3 days of application.
Consistently meets performance expectations
Improved cross-sell effectiveness ratio through business partner relations bringing in over 1 million in deposits per year.
Relationship Sales Specialist/Outbound Sales
Responsible for maintaining and retaining clients to attain and increase revenue.
Consistently earned $1 Million- & $2 Million-dollar club award for home equity and mortgage loans.
Modeled top level performance receiving 100% Adherence award.
Recognized for performing in top 10% among peers for 3rd quarter 2019 and 1st quarter 2020.
Consistently made clients aware of benefits to financial reviews.
Responsible for bringing in new money for bank savings and investments.
Us Bank
Assistant Manger
Hilliard, OH
07.2015 - 07.2016
Collaborate with business partners in mortgage, investment, & merchant services to grow business for U.S. Bank.
Consistent focus on Checking, Loans, Investments, and Mortgages, creating well-rounded sales production.
Achievements:
Successfully introduced Lobby Leadership to banking center which increased customer delight scores by 70% and client retention.
Awarded Top Sales and Service Manager for District in 2015.
Increased Consumer Loan Pipeline production and exceeding banking center goal of $3million for year 2015.
Assistant Manager
M & T Mortgage Bank
Laurel, MD
02.2014 - 01.2015
Consistently maintained branch compliances through huddles, training, and research with banking center team.
Promoted to regional leader for Bank at Work initiative in building relationships with surrounding companies in market.
Ended 3rd Quarter 2014 at %150 of performance goal.
Consistently exceeded sales & operational monthly and quarterly goals.